Filed September 8, 2022
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,446 | $93,346-79.2% | $71,796-72.9% | $273,961-92.9% |
| Participation rate | 82.4% | 76.5%+5.8pp | 69.1%+13.2pp | 83.0%-0.7pp |
| Annual return | 0.00% | 130.39%-130.4pp | 78.04%-78.0pp | 41.45%-41.5pp |
| Employer contribution / active EE | $2,543 | $2,733-7.0% | $1,924+32.1% | $4,869-47.8% |
| Participant deferral / active EE | $4,171 | $3,475+20.0% | $2,794+49.2% | $5,287-21.1% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,132-100.0% |